New York City NYC Financial Planners Wealth Advisors & Investment Advisers
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Heron In The News

Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.

Posts in Fuse Show
Fintech's Role as a Catalyst for Growth - Heron Wealth's David Edwards on the Fuse Show

In "The Fuse Show," co-hosts Co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology, discuss the trends and headlines in the fintech industry and offer new insights for financial advisors looking to innovate beyond traditional ways of doing business, disrupt the status quo and win more business.

In this episode , David Edwards describes how Heron Wealth uses technology to deliver the high touch-high engagement that modern families demand of their advisors. Edwards explains that technology does not replace the advisor but rather, enables the “bionic advisor.”

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